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How Do I Amend, Cancel or Delete Transactions?

Introduction The amendments you can make to transactions depend on transaction status and type. Transaction Status Posted Transactions: You can make...

July 31st, 2017 10750 views 2 likes
How Do I Create User Customised Fields on Master Records?

1. Introduction: You can now add your own Custom designed fields (i.e. additional fields not included in the system’s...

July 31st, 2017 1473 views 2 likes
How do I Print/Re-Print Documents and Reports?

1. Introduction: This short Article outlines the various options that exist throughout the system for printing Documents and Reports....

August 23rd, 2017 1508 views 1 likes
How do I Navigate the General Features and Facilities of the System?

1. Introduction: This latest Edition of the System is now available under the Internet Explorer, Edge, Chrome and Firefox...

September 17th, 2017 6095 views 2 likes
How do I Add Notes and Images to Documents?

1. Introduction: In keeping with the concepts of a “Paperless Office” the system provides extensive facilities for the...

September 19th, 2017 2331 views 2 likes
Data Entry Tips

1. I ntroduction: Here are a few tips to help speed up data entry when you are processing transactions. ...

September 19th, 2017 1316 views 1 likes
How do I Email Documents, Statements and Reports?

1. Introduction: As you would expect from a “Cloud” based online system and in keeping with its “Paperless Office”...

September 19th, 2017 2197 views 1 likes
Transaction Type explanation and menu locations

1. Introduction: Each Transaction in the system is codified to a Transaction Type. 2. List of Transaction Types:...

October 19th, 2017 3137 views 5 likes
Notice Board

1. Introduction: This facility is used to enable system users to send and receive messages. The messages can have...

February 21st, 2018 1212 views 1 likes
How does the Support System Work?

1. Introdu ction: The Support System is a means of communicating with your Group (Practice) Administrator and your System...

August 17th, 2017 1956 views 1 likes
How do I Use the On-Line Documentation and Help Features of the System?

1. Introduction: Accompanying the system is a comprehensive set of On-Line/In-Line Documentation and Help facilities which you...

September 25th, 2017 1731 views 2 likes
Data Importer User Guide Section 5 - Transactions Importer

1. Introduction The Transaction Importer is an import feature that allows you to bulk import Transactions such as Sales and...

February 12th, 2018 4594 views 1 likes
How do I Use the Excel Add-In Feature for Custom Reporting and Analysis?

1. Introduction: There are already over 250 standard Reports in the system, including many extended BI Code reports....

March 16th, 2018 3824 views 0 likes
AccountsIQ Mobile Purchases Approval App

1. What It Does The AccountsIQ Mobile Purchases Approval App is a handy productivity tool that's designed to automate...

July 23rd, 2019 1306 views 0 likes
Using an OData Connection

To find out how to set up an OData Connection and to understand how to access the OData credentials from...

December 21st, 2021 1152 views 0 likes
Creating an OData Connection

Before being able to create OData connections, your Administrator will first need to enable the connection by following this guide. ...

December 23rd, 2021 882 views 1 likes
Setting up Employee Expenses

1. Introduction The AccountsIQ Mobile App is a handy productivity tool that's designed to automate employee expense claims capture and...

March 15th, 2022 427 views 0 likes